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Thomas Goldberg

CFP®, MBA, AIF®

Wealth Manager

Thomas Goldberg

CFP®, MBA, AIF®

Wealth Manager

Biography

Tom came to Plancorp in 2001 with a wealth of experience in investment management, financial planning and education. His professional background includes work in the mergers and acquisitions business, where he assisted business owners in the buying and selling of small- to mid-size companies. Prior to that, Tom worked as a General Partner at Edward Jones and university professor.

Having earned his MBA from Washington University’s Olin School of Business, Tom feels it’s important to continue to give back to the community. He has sat on a number of non-profit boards and is currently a member of the New Conscience.

Outside of work, Tom enjoys relaxing with his family or riding his bike.

Community Involvement
  • Director, Belle Center, 2000 – 2003
  • Director, Churchill Center and School, 2006 – present; Vice President 2007 – 2008
  • Director, Thomas Jefferson School, 2006 – present; President 2009 – present; Treasurer 2007 – Present
Education
  • Trinity College, BA Economics, Hartford, CT
  • Washington University, MBA Finance, St. Louis, MO

Insights

What's Your Relationship Status with Money?

Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day?

Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and trust. Consider the signs of a healthy relationship below. How does the future look for you and your money?

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We Opened a New Office in San Jose

On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, BrightPlan, which we believe will continue to foster synergies between our teams.

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